Catalog of procedures in Representa

The AOC Consortium makes available to all of us the catalog of procedures that you will find in FitxerCataleg.xls , for the Representa. This catalog of procedures has been created based on the catalog that you can find in the Model classification table for councils and regional councils (QdCAC) .

Each of us can decide whether the catalog of procedures to be used in Representa is the catalog proposed by the AOC, or if it prefers to use its own catalog. Under no circumstances can the agency modify the catalog provided by the AOC. If one of us wants to have his own catalog, he must request it from the AOC Consortium through a Petition or the Representa service registration request form .

How do I change the type of catalog of procedures?

You must send us the request for registration or modification of the service through EACAT, indicating that:

  • this is a modification
  • own catalog or standard catalog is desired

In the event that the change is from a standard catalog to a proprietary catalog, once you have been notified that the modification has already been made. You will need to configure your catalog of procedures, according to the instructions you will find in the section "Adding families and procedures to the catalog of procedures via file"

Who can edit the catalog of procedures?

To edit the institution's procedures catalog you must have your own catalog and have the roles of administrator of the institution or service administrator.

How to load the own catalog of procedures via files?

If we have our own catalog, we can add families and procedures using a file in CSV format.

Click on the button, and access the screen to load families and procedures from a file, of type .CSV and with a specific format . (IMPORTANT: Carefully review the recommendations regarding the format and naming of these files)

It will be necessary to incorporate 2 files:

  • File of families
  • File of procedures

Once the 2 files have been incorporated, click on , so that Representa incorporates the families and procedures in the files into the process catalog.

Add a family to the catalog of procedures

If we have our own catalog, we can add a family to the catalog.

Click on the button, and access the screen to register a new family:

The Internal Code and Denomination fields are mandatory fields. The Internal Code field is for identifying the family with a code (maximum 50 characters) and the Name field is for naming the new family (maximum 255 characters).

Once the 2 fields have been informed, click a to save the new family in the institution's own catalog.

Add a procedure to the catalog of procedures

If we have our own catalog, we can add a new procedure to a catalog family.

Click on the button , and access the screen to register a new family:

The fields Family , Internal code and Name are mandatory fields.

First, it is necessary to select which family we want to incorporate the procedure we want to register. The Internal Code field is for identifying the procedure with an internal code and the Name field is for naming the new procedure. The Description field allows you to enter information about the procedure.

Maximum number of characters allowed for each field:

  • Name > 255
  • Code > 50
  • Description> 249
  • FUE code >50

Once the fields have been entered, click a to save the new family in the institution's own catalog.

How to edit a procedure?

We must access Catalog of Procedures > Modify and there we can edit the different fields, taking into account, however, that they do not exceed the maximum number of characters allowed:

  • Name > 255
  • Code > 50
  • Description> 249
  • FUE code >50

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How to delete a procedure?

If the procedure, at some point, has had some representation linked to it, that is to say, there is some representation to procedures, linked to that procedure, it cannot be deleted, given that perhaps some administration needs to verify the existence of that representation in some specific moment in its life cycle. In this case, what can be done is to set the procedure as Inactive. In this way, new representations cannot be created for this procedure, but representations can be consulted (Verification of procedures between two people).

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How to consult the representations linked to a procedure?

We must access Catalog of Procedures > Detail> See representations linked to the procedure.

Only the active representations linked to the procedure will be seen.

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How to share the catalog of procedures with another entity?

If we have our own catalog, we can share our catalog with others.

Click on the button, and access the screen to be able to share the catalog.

In this case, we have on the left of the screen the list of entities that are using my catalog and on the right we have the list of entities to which we can share my catalog.

To share the catalog, click on the button, and the Representa asks us to confirm the action:

We confirm the action, and from this moment on, the chosen one will have our catalog.

How to stop sharing the catalog of procedures with another entity?

If we have our own catalog, we can make one of us no longer able to have our shared catalog.

Click on the button, and access the screen to be able to share the catalog.

In this case, we have on the left of the screen the list of entities that are using my catalog and on the right we have the list of entities to which we can share my catalog.

So that one of us can no longer have our shared catalog, click on the button , and the Representa will ask us to confirm the action:

We confirm the action, and from this moment on, the chosen one will no longer have our catalog.